See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,384 | $67,166-78.6% | $57,343-74.9% | $55,191-73.9% |
| Participation rate | 56.1% | 77.7%-21.6pp | 75.1%-19.0pp | 69.2%-13.1pp |
| Annual return | 1.56% | 4.22%-2.7pp | 24.39%-22.8pp | 10.78%-9.2pp |
| Employer contribution / active EE | $1,308 | $2,812-53.5% | $2,689-51.3% | $1,899-31.1% |
| Participant deferral / active EE | $2,042 | $2,835-28.0% | $3,162-35.4% | $3,046-33.0% |
| Admin fee / account holder | $10 | $44-77.9% | $3,356-99.7% | $91-89.4% |